Budget and Planning Software

The Vendor is required to provide and implement a budget and planning software.
- Software solution must integrate directly with the financial ledgers in County's enterprise resource planning (ERP) software, which is currently Tyler Technologies Enterprise ERP, import and export Microsoft Excel spreadsheets, and have the ability to create a budget publication that can be formatted to meet the requirements of the Association Distinguished Budget Award guidelines.
- The Budget Book publication will also be used to communicate the County's budget in an easy-to-understand format and content including graphics, charts, and tables. 
- The software must also include a planning and forecasting module to develop multi- year budget projections. 
- The software is expected to be user-friendly, while delivering maximum benefits by using an easy-to-input data solution to manage and retrieve information for budget analysis, decision-making, reporting, and document archiving. 
- The software solution should also include a public-facing, web-based portal that would allow County residents to access publicly shared data.
- Software cannot have elements of vaporware initiatives, components that are still in the development stage, or future concepts yet to be vetted. Only fully functional, production tested software will be considered.
- Requirements on each module:
•    Multi-Year Capital Improvement Plan (CIP) Budget
•    Personnel Budgeting
•    Operating Budget Entry and Forecasting
•    Budget Book Publication
•    Reporting and Dashboards
•    Key Performance Indicator (KPI) and Strategic Plan